“Weekend Content for New Financial Planners” is a collection of articles, podcasts, videos, etc. that I’ve been consuming regarding breaking into financial planning, industry trends, career development, and more. The upside of saying “no,” or how to focus your practice to avoid (or stop) “under-earning while being overwhelmed” [Article: 4-minute read]: “As James Clear points out in ‘Atomic Habits,’ ‘Most people don’t have trouble focusing. They have trouble deciding.’ We say yes to so much that we’re forced to divide our efforts, which dilutes our efficacy. Clear’s advice is to ruthlessly trim our goals until we’ve said no to almost everything, ensuring that we stay focused on the few things that will add the…
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Weekend Content for New Financial Planners (August 22-23, 2020)
“Weekend Content for New Financial Planners” is a collection of articles, podcasts, videos, etc. that I’ve been consuming regarding breaking into financial planning, industry trends, career development, and more. Advisor Taylor Schulte’s origin story, perspectives on industry trends, and thoughts on advisor marketing (both digital and traditional): “In the past, when I was making these decisions to start my own business, I noticed I had kind of this entrepreneurial desire inside of me. I just was getting really tired of being told no by my employers and having to climb my way to yes. As you might know and as some people might find out, I’m kind of a creative…